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Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors in Menlo Park. The ideal candidate will have strong interpersonal skills, relevant industry experience, and required financial licenses while supporting team operations and client relationships.
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Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis.
Assist clients with their everyday needs, including executing money movement transactions and answering general non-investment related questions.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business.
Matching Summary
Match Score: 75
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Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors in Menlo Park. The ideal candidate will have strong interpersonal skills, relevant industry experience, and required financial licenses while supporting team operations and client relationships.
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Salary
Base: $34,320 - $90,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Calendar management
Expense report preparation
Nice-to-have
Client first mindset
Team player
Adaptable
Goal oriented
Self-motivated
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred